IVW
Price
$132.83
Change
-$0.76 (-0.57%)
Updated
Jul 24 closing price
Net Assets
72.48B
Intraday BUY SELL Signals
SFY
Price
$145.12
Change
-$0.73 (-0.50%)
Updated
Jul 24 closing price
Net Assets
656.37M
Intraday BUY SELL Signals
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IVW vs SFY

IVW vs SFY Comparison Chart in %
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IVW vs. SFY commentary
Jul 26, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IVW is a Hold and SFY is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IVW has more net assets: 72.5B vs. SFY (656M). SFY has a higher annual dividend yield than IVW: SFY (10.287) vs IVW (7.865). IVW was incepted earlier than SFY: IVW (26 years) vs SFY (7 years). SFY (0.05) has a lower expense ratio than IVW (0.18). IVW has a higher turnover SFY (0.00) vs SFY (0.00).
IVWSFYIVW / SFY
Gain YTD7.86510.28776%
Net Assets72.5B656M11,052%
Total Expense Ratio0.180.05360%
Turnover22.000.00-
Yield0.360.8443%
Fund Existence26 years7 years-
TECHNICAL ANALYSIS
Technical Analysis
IVWSFY
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
89%
Momentum
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
81%
MACD
ODDS (%)
Bearish Trend 2 days ago
80%
Bearish Trend 2 days ago
79%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
78%
Bearish Trend 2 days ago
78%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
85%
Bearish Trend 2 days ago
82%
Advances
ODDS (%)
Bullish Trend 5 days ago
85%
Bullish Trend 16 days ago
83%
Declines
ODDS (%)
Bearish Trend 2 days ago
77%
Bearish Trend 2 days ago
75%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
N/A
N/A
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IVW
Daily Signal:
Gain/Loss:
SFY
Daily Signal:
Gain/Loss:
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IVW and

Correlation & Price change

A.I.dvisor indicates that over the last year, IVW has been closely correlated with RVTY. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVW jumps, then RVTY could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVW
1D Price
Change %
IVW100%
-0.57%
RVTY - IVW
68%
Closely correlated
-2.39%
TER - IVW
63%
Loosely correlated
-6.38%
ETN - IVW
59%
Loosely correlated
-2.66%
MS - IVW
58%
Loosely correlated
-0.33%
SWKS - IVW
56%
Loosely correlated
-0.43%
More